State of the Markets

https://www.newstatesman.com/america/2020/04/why-crisis-turning-point-history Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

(recorded 1st March 2020) Anton is a Global macro asset management with an Emerging Markets undertone based on risk factor investing, exploring core trends, using nonconventional economics, cross-discipline ideas and basic common knowledge. Previously, more than 20 years of experience in New York, London and Asia as a trader, portfolio manager and head of thematic research. I am an independent consultant and a private investor with over 20 years of experience in the financial services industry before that: a large majority of which I worked as a trader/portfolio manager specializing in Emerging Markets both on the sell-side and the buy-side. My most recent experience was as Head of Thematic Research combining a cross-discipline approach and long-term history to analyze financial markets." https://beyondoverton.com https://twitter.com/an10nev State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Anton's media pick https://en.wikipedia.org/wiki/I_Can_Quit_Whenever_I_Want Tim's Media Pick: https://www.kongregate.com/games/darkrealmstudios/pandemic-2 Paul's media Pick Captain Fantastic https://g.co/kgs/ntwFcx Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

State of the Markets Podcast https://lawliberty.org/where-will-the-coronavirus-lead-us/  Dalrymple “You have power over your mind - not outside events. Realize this, and you will find strength.” “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.” - Marcus Aurelius, 'Meditations'. Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX Steve Baker: https://youtu.be/m_51gGZKTyc Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

(recorded 16th February 2020) The Balfour Capital Group in its current form is a family office that manages capital using a Discretionary Macro strategy implemented through managed futures. We are currently obtaining licences in Hong Kong, the United Kingdom and the United States to allow us to manage money for other family offices and HNWIs. https://twitter.com/adbalfour State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Alex's media Pick 1917 https://g.co/kgs/56ebyb Tim's Media Pick: The Hummingbird Project https://g.co/kgs/sG1NoL Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

#89 Craig Drake (recorded 9th February) Craig Drake is a co-founder and director of Labarde Management, a deliverable foreign exchange broker. While as a business offering FX liquidity to global clients, Labarde Management is on the face of it a very different one to Price Value Partners, it is a business rooted in a similar ideology. There is no lack of other operators in our respective market places, but Craig and his co-founder wanted to offer something to clients rooted in a deep interest in the mechanics and the philosophy of the mechanics of financial markets. The result of this is something that he would like to talk about today – how do you approach markets so heavily influenced by a philosophy to which you do not subscribe? https://www.labardemanagement.com/about-us Twitter https://twitter.com/csdrake?lang=en State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Craig's media Pick The Irishman https://g.co/kgs/6qPCer Tim's Media Pick: Joker https://g.co/kgs/ZLf2vy Paul's Media pick https://g.co/kgs/tG5daP Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings. https://capitalistexploits.at/author/chris-macintosh/ Twitter https://twitter.com/capitalistexp State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Chris' media pick The story of the Pencil https://www.econlib.org/library/Essays/rdPncl.html Tim's Media Pick: Bears Can't run Down Hill https://g.co/kgs/KN7ZnS Paul's Media pick Searching for Sugarman https://g.co/kgs/AQYXHW Not Dead Yet – Jason Becker the greatest guitarist you've never heard of https://youtu.be/Cf6fD2kQS68 Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice

Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman. In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing. RE Capital Management http://www.recm.co.za/ State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Piet's Media Pick: Ford vs Ferrari https://imdb.to/38i6wcz Tim's Media Pick: The Favourite https://imdb.to/3crpPDs Paul's Media pick The Gene Revolution https://bbc.in/2Tk6Inx Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A